DoD’s $250M Fluorspar Contract Proves Domestic Push Was Inevitable, ARES Sole Player

Don’t say we didn’t tell you so. Endeavor picked this hot tips months ago and if you have bought, you’re welcome – we love this company and are confident there’s plenty more room for growth.

Ares Strategic Mining Wins $169M Pentagon Contract

The Defense Logistics Agency’s $250 million, five-year acid-grade fluorspar contract (SP8000-25-R-0020), now closed for bids, has lit a fire under the U.S.’s thin roster of domestic suppliers and we saw this coming.

Fluorspar, critical for semiconductors, nuclear fuel, and aerospace alloys, has long been a supply chain Achilles’ heel, with China dominating global output.

The Pentagon’s move to stockpile via deliveries to Hawthorne Army Depot isn’t just routine; it’s a wake-up call for onshoring critical minerals, and companies like Ares Strategic Mining Inc. are right in the fray.

With proposals in by October 3, only a handful of U.S. players—think ARES and a few others scratching out capacity in places like the Rockies—can realistically meet the DLA’s stringent specs. We’ve been saying for years that domestic fluorspar was poised for a comeback, and this contract, with its $2 million minimum guarantee, proves it. These firms, battling regulatory mazes and high capex, are now eyeing a rare shot at stable Pentagon contracts.

Ares Strategic Mining, with its Utah-based Lost Sheep project, is among the only ones ready to capitalize. The writing’s on the wall: domestic fluorspar’s moment has arrived, just as predicted.

Disclaimer: Wall Street Endeavor are proud to own shares in this featured company.